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  1. Client Login. Please login to your account by completing the form below. Client ID. * *. Username. *. Password. Show Password. *.

  2. Logging in to your TaxWise Online trial account for the first time? Visit the User Account Setup page, which will walk you through the process of getting your account up and running to seamlessly create client returns within the TaxWise Online platform.

  3. Our Virtual Tax Office is powered by TaxWise® Online and enhanced with our Vault Document Storage, eSignature, Client Portal and TaxWise Mobile to help support your ability to run a cloud-based tax preparation business securely, and access all your tax returns and office documents anytime, anywhere.

  4. Our Virtual Tax Office is powered by TaxWise® Online, a powerful cloud-based tax preparation solution that allows you to access all your tax returns and source documents from a web browser — anytime, anywhere, on any device. Explore TaxWise.

  5. Log in as the Admin user. Log in using 2-Step Verification. If you used TaxWise Online in a prior year, you would login using the password used in that prior year. If you do not remember the password, use the Forget user name or password link located on the Client Login page.

  6. Log in as a created user. Log in using 2-Step Verification. The Admin user must log in and accept the license agreement prior to other users logging into TaxWise Online. To log in to TaxWise Online 2021, use the following steps: Do one of the following: Type https://twonline-21.taxwise.com in the address bar of the internet browser and press Enter.

  7. Whether you are the Admin user or another user, the Dashboard is the first thing you see when you log in to TaxWise Online. From the Dashboard, you can start a new return, open an existing return, check return status, print checks, print accepted returns, search the knowledge base, link to state tax sites, or link to additional resources.

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